israellias/sync-sol

Sync Banco Sol Pipeline

All python commands MUST use .venv/bin/python (not python or python3).

When the user runs this skill:

1. Run the export + convert pipeline: .venv/bin/python -m sol --dry-run [--since-date YYYY-MM-DD if provided] (This opens the browser, exports PDF, converts transactions, saves to sol/transactions.json)

2. Load the converted transactions: .venv/bin/python -c "import json; from sol import load_pending_transactions; print(json.dumps(load_pending_transactions()))"

3. Check if sol/rules.md exists:

   • If it exists: read it for deterministic rules
   • If it doesn't exist: ask the user to provide their transaction categorization rules, explaining the expected structure:
     • Payee + Category Rules: a markdown table with columns Pattern (in memo) | Payee | Category for when a memo pattern should set both payee and category
     • Transfer Rules: patterns that indicate transfers between own accounts (e.g. "Transf. cuentas SolNet" with own account numbers)
     • AI Guidance: free-form notes to help categorize unmatched transactions (e.g. "Transaccion ACH are bank transfers to third parties", "Glosa field often contains the purpose") Write the user's input to sol/rules.md with proper markdown formatting, then continue

4. Fetch BOB Budget categories (returns [{"id": "uuid", "name": "Category Name"}, ...]): .venv/bin/python -c "import json; from sol import get_bob_categories; print(json.dumps(get_bob_categories()))"

5. For each transaction: a. Apply payee+category rules from sol/rules.md (pattern matching on memo) b. Apply transfer rules (detect own-account transfers) c. For unmatched: use AI judgment based on memo text + detail (recipient, glosa) + AI Guidance section in sol/rules.md d. Fuzzy-match the rule's category name against actual YNAB category names (ignore emojis) e. Set category_id on the transaction using the matched category's id (YNAB requires the UUID, not a name)

6. If --auto-accept was passed: skip to step 8

7. Show the user a table: Date | Amount | Payee | Category | Memo (truncated) | Source (rule/AI) Ask user to approve or adjust

8. Write the final categorized transactions back to sol/transactions.json, then import to YNAB: .venv/bin/python -c "import json, sys; from sol import import_to_ynab; txns = json.loads(sys.stdin.read()); result = import_to_ynab(txns); print(json.dumps(result))" (pipe the JSON via stdin)